Position in CVS
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$201,885
-$13,021 QoQ
Shares Held
2,811
+3.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CVS Over Time
Shares Held
Position Value (USD)
All Filings in CVS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $201,885 | 2,811 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $214,906 | 2,708 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $204,156 | 2,708 | Shares | Other | 2025-11-14 | |
| 2024-06-30 | $450,154 | 7,622 | Shares | Sole | 2024-08-06 | |
| No filing history on record for this holder in this stock. | ||||||